How to Download Holding Statement from Angel Broking

Angel Broking provides an easy way to download your Holding Statement, which details the contents of your investment portfolio. This includes mutual funds, pension funds, stocks, bonds, F&O, ETFs, and other investment products. Follow these steps to download your Holding Statement:

Visit the Angel Broking Website: Go to the Angel Broking website and log in using your user ID and password. Navigate to Reports: Click on the “Reports” option from the dashboard.

Select Security Holdings: Choose the “Security Holdings” option under the dashboard. Download the Statement: Once on the Security Holdings page, select the date range of your choice and download your statement as XML or PDF.

Downloading your Holding Statement from Angel Broking helps you track and manage your investments. This document is crucial for calculating your income tax on trading activities, similar to downloading Contract Notes and Tax P&L Statements from the platform.